Institutional Ownership Nuveen New York Municipal Value Fund (NNY)
This table provides information about the institutional ownership of Nuveen New York Municipal Value Fund (NNY). We have compiled data on the 47 institutions that hold shares in the stock, with a total of 4.68 Million shares, which have been reported (via 13F filing form) to have a value of $37.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
17,913
shares
|
$144,916
0.0% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
14,860
shares
|
$120,217
0.01% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Cim, LLC
|
Jun 05, 2025 Q1 2025 |
14,049
shares
|
$113,656
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
13,925
shares
|
$112,653
0.0% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
12,500
shares
|
$101,125
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
12,500
shares
|
$101,125
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
12,000
shares
|
$97,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
11,393
shares
|
$92,169
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
10,492
shares
|
$84,880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
10,120
shares
|
$81,870
0.04% of portfolio
|
Q3 2024
Reduced 64.02%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
10,000
shares
|
$80,900
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Apr 25, 2025 Q1 2025 |
10,000
shares
|
$80,900
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
4,384
shares
|
$35,466
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
4,000
shares
|
$32,360
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,400
shares
|
$19,416
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,388
shares
|
$19,318
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,500
shares
|
$12,135
0.0% of portfolio
|
Q1 2020
Reduced 1.53%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
1,054
shares
|
$8,526
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
519
shares
|
$4,198
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
300
shares
|
$2,427
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
100
shares
|
$809
0.0% of portfolio
|
Q1 2025
Added 1566.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|